Help revising report as billed to wrong client

[bbyrd001]

I am looking for assistance with updating travel expenses in Concur. I need to determine how to change previously submitted travel expenses to a different billing code.

Could someone please provide guidance on the required process or direct me to the appropriate point of contact?

Thank you for your assistance.

[samasuraj]

Hi  @bbyrd001 

Topic: Help revising report as billed to wrong client

Please see the below. Hope this helps. 
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SAP Concur – Change Billing Code on Submitted Expenses

If the expense has already been billed to the wrong client, correcting the accounting entry alone may not correct the client invoice.

Finance or Client Billing may also need to issue a billing adjustment.

For Correct unprocessed expenses in Concur, use Finance/Accounting for posted transactions and Client Billing for invoiced charges.

Pending reports may be corrected in Concur. 

However, fully processed expenses require Finance intervention.

Report Status	Corrective Action
1.       Submitted / Pending Approval	Recall the report if permitted, or request its return
2.       Returned to Employee	Correct the Client/Billing Code and resubmit
3.       Approved / Pending Processing	Contact the Expense Processor to determine whether the report can be returned
4.       Processed / Extracted	Contact Finance for an accounting correction
5.       Posted to Financial System	Finance may need to perform a journal reclassification

Where to Change the Billing Code?

Navigation: Home → Expense → Report Library → Open Report → Select Expense → Allocations or Expense Details →

Update Client/Billing Code → Save → Submit.

The exact field location depends on your Company's Configuration.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant